Amazon's Unbearable Quality...

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For quite some time now, most of Amazon has been filled up with a bunch of garbage. Usually, you’re paying markups of 8090% because most of the cost is just going toward convenience and logistics. If you buy directly from suppliers through platforms like Alibaba, you’re usually able to find the same products for a mere fraction of the price. For years, consumers put up with this quality control issue because it just didn’t make sense to shop through Alibaba given that you had to buy in bulk and all orders had to be directly negotiated. Temu, however, has completely changed the game when it comes to buying goods directly from manufacturers. They successfully eliminated all the middlemen along the journey leading to unbelievably low prices. This video explains how Temu has changed the game for dropshipping and Amazon FBA and how this will affect Amazon.

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Timestamps:
0:00The State Of Amazon
2:02Amazon Breaks In
5:19Garbage Piles Up
9:19The Great Cleansing

Thumbnail Credit:
Saul LoebAFP
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Disclaimer:
This video is not a solicitation or personal financial advice. All investing involves risk. Please do your own research.
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Logically Answered is centered around explaining the economics of tech and social media. These sectors are generally analyzed through the lenses of finance and economics to determine which industries and companies will thrive and which will fall. In addition to this analysis, the content is often focused on the stories of various famous entrepreneurs such as Elon Musk, Steve Jobs, and Jeff Bezos. Logically Answered also cover the rise and fall of several interesting companies and services that we come across on a daytoday basis. There have been so many companies that have risen to fame and then died out in a single generation. The most interesting companies are the ones that were able to save themselves and avoid bankruptcy. Feel free to follow the podcast if you would like to see any of these topics Logically Answered.

Find Logically Answered on YouTube: https://www.youtube.com/@LogicallyAnswered/

Disclaimer: This podcast is an independently created audio adaptation of content originally published by Logically Answered. This is a fan made podcast that appreciates the channel’s insightful approach to knowledge and aims to make it accessible to those who prefer listening over watching. This podcast is not affiliated with, endorsed by, or officially connected to Logically Answered in any way. All rights to the original content belong to Logically Answered. If you have any concerns, please reach out.

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Why Microsoft Spent $20 Billion Acquiring A No Name Company

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I’m sure you’re all familiar with Microsoft’s highprofile acquisitions of LinkedIn, GitHub, Skype, and Activision Blizzard. But have you ever heard of Microsoft’s acquisition of Nuance Communications? Nuance Communications is a background healthcarecentric tech company that doesn’t receive all that much press coverage, but they’re massive. In fact, 55% of physicians, 75% of radiologists, and 77% of American hospitals use Nuance solutions. So, by purchasing Nuance, Microsoft immediately became the dominant player within the healthcare industry as well. But, all of this is just stage one for Microsoft with Nuance. Their real longterm goal is to encourage and maximize Azure adoption and usage throughout the healthcare industry which is only now converting to the cloud. This video explains the story of Nuance Communications and why Microsoft spent $20 billion acquiring a noname company.

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Timestamps:
0:00Nuance Acquisition
2:08Nobel Beginnings
5:47A Global Giant
8:52Microsft Takes Over

Thumbnail Credit:
Ian Allen
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Lior Patel
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Disclaimer:
This video is not a solicitation or personal financial advice. All investing involves risk. Please do your own research.
https://www.silomarkets.com/disclosures

Logically Answered is centered around explaining the economics of tech and social media. These sectors are generally analyzed through the lenses of finance and economics to determine which industries and companies will thrive and which will fall. In addition to this analysis, the content is often focused on the stories of various famous entrepreneurs such as Elon Musk, Steve Jobs, and Jeff Bezos. Logically Answered also cover the rise and fall of several interesting companies and services that we come across on a daytoday basis. There have been so many companies that have risen to fame and then died out in a single generation. The most interesting companies are the ones that were able to save themselves and avoid bankruptcy. Feel free to follow the podcast if you would like to see any of these topics Logically Answered.

Find Logically Answered on YouTube: https://www.youtube.com/@LogicallyAnswered/

Disclaimer: This podcast is an independently created audio adaptation of content originally published by Logically Answered. This is a fan made podcast that appreciates the channel’s insightful approach to knowledge and aims to make it accessible to those who prefer listening over watching. This podcast is not affiliated with, endorsed by, or officially connected to Logically Answered in any way. All rights to the original content belong to Logically Answered. If you have any concerns, please reach out.

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The $1.7 Trillion Car Loan Debt Crisis...What Happened?

It’s no secret that car prices have become ludicrous over the past couple of years, at least in the US. MSRPs have shot up from $30 to 40k to as high as $70 to $80k. And that’s if you’re even able to get the vehicle at MSRPs. It hasn’t been uncommon for dealerships to charge $5, $10, or even $15k markups over MSRP due to “excessive demand”. But how could this be? Aren’t automotives a commoditized industry with razorthin margins? Well, that’s how it used to be until the pandemic. The pandemic not only brought with it a supply shortage but more importantly, 0% interest rates. Combine this with extra long car loan terms of 72 months or even 96 months, and dealerships could move highsticker cars for a relatively affordable monthly payment. Since then, interest rates have gone down and demand has cooled off, but prices have remained high. This video explores the various reasons leading the car bubble and what may be in the future given completely unaffordable cars.

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Timestamps:
0:00The Car Bubble
0:42Prices Out Of Control
5:33Why So Expensive
11:30The Debt Trap

Resources:
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Disclaimer:
This video is not a solicitation or personal financial advice. All investing involves risk. Please do your own research.
https://www.silomarkets.com/disclosures

Logically Answered is centered around explaining the economics of tech and social media. These sectors are generally analyzed through the lenses of finance and economics to determine which industries and companies will thrive and which will fall. In addition to this analysis, the content is often focused on the stories of various famous entrepreneurs such as Elon Musk, Steve Jobs, and Jeff Bezos. Logically Answered also cover the rise and fall of several interesting companies and services that we come across on a daytoday basis. There have been so many companies that have risen to fame and then died out in a single generation. The most interesting companies are the ones that were able to save themselves and avoid bankruptcy. Feel free to follow the podcast if you would like to see any of these topics Logically Answered.

Find Logically Answered on YouTube: https://www.youtube.com/@LogicallyAnswered/

Disclaimer: This podcast is an independently created audio adaptation of content originally published by Logically Answered. This is a fan made podcast that appreciates the channel’s insightful approach to knowledge and aims to make it accessible to those who prefer listening over watching. This podcast is not affiliated with, endorsed by, or officially connected to Logically Answered in any way. All rights to the original content belong to Logically Answered. If you have any concerns, please reach out.

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The $595 Billion Company Behind Ozempic (Europe’s Largest)

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Have you ever heard of a company called Novo Nordisk? Probably not, but you are likely familiar with one of their recent viral pharmaceutical releases: Ozempic. Novo Nordisk was already one of the biggest pharmaceutical companies in the world dominating the insulin market. And the launch of Ozempic simply catapulted them to the top of the pharmaceutical industry. In fact, Novo Nordisk is now the largest company in Europe by far with a market cap exceeding $500 billion. Ironically, Novo Nordisk’s market cap is higher than the entire GDP of their home country: Denmark. But it’s not all sunshine and rainbows at Novo Nordisk. Over the decades, they’ve regularly employed aggressive pricing and marketing strategies to maximize profits despite fines and regulatory action. This video tells the story of the dark side of the company behind Ozempic.

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Timestamps:
0:00Novo Nordisk
0:24History And Rise
3:44Unethical Marketing Tactics
9:58Major Scandals & Legal Fallout

Resources:
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Disclaimer:
This video is not a solicitation or personal financial advice. All investing involves risk. Please do your own research.
https://www.silomarkets.com/disclosures

Logically Answered is centered around explaining the economics of tech and social media. These sectors are generally analyzed through the lenses of finance and economics to determine which industries and companies will thrive and which will fall. In addition to this analysis, the content is often focused on the stories of various famous entrepreneurs such as Elon Musk, Steve Jobs, and Jeff Bezos. Logically Answered also cover the rise and fall of several interesting companies and services that we come across on a daytoday basis. There have been so many companies that have risen to fame and then died out in a single generation. The most interesting companies are the ones that were able to save themselves and avoid bankruptcy. Feel free to follow the podcast if you would like to see any of these topics Logically Answered.

Find Logically Answered on YouTube: https://www.youtube.com/@LogicallyAnswered/

Disclaimer: This podcast is an independently created audio adaptation of content originally published by Logically Answered. This is a fan made podcast that appreciates the channel’s insightful approach to knowledge and aims to make it accessible to those who prefer listening over watching. This podcast is not affiliated with, endorsed by, or officially connected to Logically Answered in any way. All rights to the original content belong to Logically Answered. If you have any concerns, please reach out.

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Why Can't All Prices Just Work Like TVs?

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https://www.silomarkets.com/logic

TVs are one of those rare products in the world where prices only go down, and I’m not talking about the prices of used TVs or TVs with old technologies. Rather, the newest TVs with flagship technology get cheaper and cheaper every single year, not in a marginal manner either. TV prices have been consistently falling since the 1950s, and this trend has only accelerated throughout the 2000s with TV prices consistently falling 15% every single year. Even in the rare years in which TV prices increased, inflation was usually even higher meaning that the real prices of TVs were still going down. You could explain this phenomenon with the economics of scale, TV technology becoming cheaper, more competition, and so on. But, I think the real culprit behind this decline is simply consumer’s extreme clarity when it comes to buying TVs. This video explains why TV prices keep falling and why consumers are smarter than ever when it comes to buying TVs.

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Timestamps:
0:00TV Prices
2:21Adoption Delay
6:59Consumer Clarity
10:37Forcing Change

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Resources:
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Disclaimer:
This video is not a solicitation or personal financial advice. All investing involves risk. Please do your own research.
https://www.silomarkets.com/disclosures

Logically Answered is centered around explaining the economics of tech and social media. These sectors are generally analyzed through the lenses of finance and economics to determine which industries and companies will thrive and which will fall. In addition to this analysis, the content is often focused on the stories of various famous entrepreneurs such as Elon Musk, Steve Jobs, and Jeff Bezos. Logically Answered also cover the rise and fall of several interesting companies and services that we come across on a daytoday basis. There have been so many companies that have risen to fame and then died out in a single generation. The most interesting companies are the ones that were able to save themselves and avoid bankruptcy. Feel free to follow the podcast if you would like to see any of these topics Logically Answered.

Find Logically Answered on YouTube: https://www.youtube.com/@LogicallyAnswered/

Disclaimer: This podcast is an independently created audio adaptation of content originally published by Logically Answered. This is a fan made podcast that appreciates the channel’s insightful approach to knowledge and aims to make it accessible to those who prefer listening over watching. This podcast is not affiliated with, endorsed by, or officially connected to Logically Answered in any way. All rights to the original content belong to Logically Answered. If you have any concerns, please reach out.

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Intel's $100 Billion Bet Goes Horribly Wrong...What Happened?

Intel used to be the most dominant chip maker in the world having conquered the world of PCs thanks to their deal with Windows computer makers. But this deal actually turned out to be their worst nightmare as it led to copious amounts of complacency. The effects of this complacency didn’t show up for decades to come, but in retrospect, it’s extremely obvious. First, Intel missed out on the mobile revolution, having underestimated the adoption of smartphones. Then, Intel started losing CPU market share to AMD after the impressive launch of Ryzen. They bled market share for a couple of years before they completely dropped the ball with GPUs. In a lastditch effort, Intel decided to bet an extraordinary $100 billion on their inhouse foundry business, but this too has fallen flat on its face. This video explains the slow and painful downfall of Intel and how complacency slowly eats away at any company.

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Timestamps:
0:00A New Savior
1:21IDM 2.0
6:25The Early Cracks
9:33Bad To Worse
13:21Gelsinger Is Out

Resources:
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Disclaimer:
This video is not a solicitation or personal financial advice. All investing involves risk. Please do your own research.
https://www.silomarkets.com/disclosures

Logically Answered is centered around explaining the economics of tech and social media. These sectors are generally analyzed through the lenses of finance and economics to determine which industries and companies will thrive and which will fall. In addition to this analysis, the content is often focused on the stories of various famous entrepreneurs such as Elon Musk, Steve Jobs, and Jeff Bezos. Logically Answered also cover the rise and fall of several interesting companies and services that we come across on a daytoday basis. There have been so many companies that have risen to fame and then died out in a single generation. The most interesting companies are the ones that were able to save themselves and avoid bankruptcy. Feel free to follow the podcast if you would like to see any of these topics Logically Answered.

Find Logically Answered on YouTube: https://www.youtube.com/@LogicallyAnswered/

Disclaimer: This podcast is an independently created audio adaptation of content originally published by Logically Answered. This is a fan made podcast that appreciates the channel’s insightful approach to knowledge and aims to make it accessible to those who prefer listening over watching. This podcast is not affiliated with, endorsed by, or officially connected to Logically Answered in any way. All rights to the original content belong to Logically Answered. If you have any concerns, please reach out.

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Amazon's "AI". The Truth.

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Recently, Amazon’s “Just Walk Out” technology has come under fire. It seems that Amazon’s AI is much more human than AI as they had over 1,000 workers in India manually verify the vast majority of “Just Walk Out” checkouts. This has really brought into question the viability of modern AI in general. Is it more hype than reality? Well, there are of course some use cases that have advanced extremely quickly like combing through trillions of possibilities and running infinite models and simulations. But, the more scifi AI applications such as selfdriving technology and chatbots still have a long way to go when it comes to addressing edge cases and maximizing accuracy. This video explores the current situation of AI and attempts to answer how much of it is just hype.

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Timestamps:
0:00Amazon Just Walk Out
2:04The Case Against AI
5:34The Case For AI
8:47The True Winners Of AI

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Disclaimer:
This video is not a solicitation or personal financial advice. All investing involves risk. Please do your own research.
https://www.silomarkets.com/disclosures

Logically Answered is centered around explaining the economics of tech and social media. These sectors are generally analyzed through the lenses of finance and economics to determine which industries and companies will thrive and which will fall. In addition to this analysis, the content is often focused on the stories of various famous entrepreneurs such as Elon Musk, Steve Jobs, and Jeff Bezos. Logically Answered also cover the rise and fall of several interesting companies and services that we come across on a daytoday basis. There have been so many companies that have risen to fame and then died out in a single generation. The most interesting companies are the ones that were able to save themselves and avoid bankruptcy. Feel free to follow the podcast if you would like to see any of these topics Logically Answered.

Find Logically Answered on YouTube: https://www.youtube.com/@LogicallyAnswered/

Disclaimer: This podcast is an independently created audio adaptation of content originally published by Logically Answered. This is a fan made podcast that appreciates the channel’s insightful approach to knowledge and aims to make it accessible to those who prefer listening over watching. This podcast is not affiliated with, endorsed by, or officially connected to Logically Answered in any way. All rights to the original content belong to Logically Answered. If you have any concerns, please reach out.

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UberThe Most Fragile Business In The World

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Uber is one of the most recognizable startups in the world, but they are also one of the most fragile businesses in the world. Despite growing to ubiquity and charging significant fees to drivers and users, Uber has struggled to make the business profitable. Before, they would point to substantial revenue growth as a justification for why they weren’t profitable. But, more recently, revenue has more or less stalled out as well. One of the main reasons for this is that while Uber is a tech company, they don’t benefit from the efficient scaling of tech companies. While Uber has streamlined the process of getting a ride, every ride still needs a driver which has made it difficult to make economies of scale profitable. This video explains the various challenges plaguing Uber’s business and their struggle for profitability.

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Timestamps:
0:00The State Of Uber
2:22Doomed From The Beginning
5:44When Tech Doesn’t Scale
9:27An Uncertain Future

Resources:
https://pastebin.com/2CW6jVJw

Disclaimer:
This video is not a solicitation or personal financial advice. All investing involves risk. Please do your own research.
https://www.silomarkets.com/disclosures

Logically Answered is centered around explaining the economics of tech and social media. These sectors are generally analyzed through the lenses of finance and economics to determine which industries and companies will thrive and which will fall. In addition to this analysis, the content is often focused on the stories of various famous entrepreneurs such as Elon Musk, Steve Jobs, and Jeff Bezos. Logically Answered also cover the rise and fall of several interesting companies and services that we come across on a daytoday basis. There have been so many companies that have risen to fame and then died out in a single generation. The most interesting companies are the ones that were able to save themselves and avoid bankruptcy. Feel free to follow the podcast if you would like to see any of these topics Logically Answered.

Find Logically Answered on YouTube: https://www.youtube.com/@LogicallyAnswered/

Disclaimer: This podcast is an independently created audio adaptation of content originally published by Logically Answered. This is a fan made podcast that appreciates the channel’s insightful approach to knowledge and aims to make it accessible to those who prefer listening over watching. This podcast is not affiliated with, endorsed by, or officially connected to Logically Answered in any way. All rights to the original content belong to Logically Answered. If you have any concerns, please reach out.

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Whatever Happened To Sony TVs?

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https://www.silomarkets.com/logic/

Sony is one of the most iconic electronics makers in the world. From the Sony Walkman and TVs to cameras and the PlayStation, Sony is a dominant player in a wide array of sectors. One sector in which they’re not doing so well though is TVs. For the longest time, Sony was the most dominant TV maker in the world. In 2006, they lost this title to Samsung, and it’s only been downhill for Sony ever since. In fact, Samsung has now held that title for nearly 20 years and Sony has fallen all the way to 5th place in terms of market share. Currently, they only control a mere 5.7% of the market from what used to be 15% back in 2005. This video explores the various reasons why Sony lost their lead within the TV market and if the electronics giant will ever return to their former glory.

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Timestamps:
0:00The State Of Sony
2:24Losing The Edge
5:43Marketing Powerhouse
8:50The Rise Of China

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Resources:
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Disclaimer:
This video is not a solicitation or personal financial advice. All investing involves risk. Please do your own research.
https://www.silomarkets.com/disclosures

Logically Answered is centered around explaining the economics of tech and social media. These sectors are generally analyzed through the lenses of finance and economics to determine which industries and companies will thrive and which will fall. In addition to this analysis, the content is often focused on the stories of various famous entrepreneurs such as Elon Musk, Steve Jobs, and Jeff Bezos. Logically Answered also cover the rise and fall of several interesting companies and services that we come across on a daytoday basis. There have been so many companies that have risen to fame and then died out in a single generation. The most interesting companies are the ones that were able to save themselves and avoid bankruptcy. Feel free to follow the podcast if you would like to see any of these topics Logically Answered.

Find Logically Answered on YouTube: https://www.youtube.com/@LogicallyAnswered/

Disclaimer: This podcast is an independently created audio adaptation of content originally published by Logically Answered. This is a fan made podcast that appreciates the channel’s insightful approach to knowledge and aims to make it accessible to those who prefer listening over watching. This podcast is not affiliated with, endorsed by, or officially connected to Logically Answered in any way. All rights to the original content belong to Logically Answered. If you have any concerns, please reach out.

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Market Saturation = 98.9%What Now?

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For decades, big tech has been focused on one singular goal: infinite growth. They leveraged every tactic in the book from monopolistic practices, data collection, and even pandering to communist governments to keep revenue and profits growing. But, for the first time in history, it seems that big tech is running into a massive roadblock. The issue is simply that big tech is running out of consumers to convert onto their platforms because everyone is already using their platforms. With WhatsApp, for example, the market penetration is 98% or above in several countries. As such, big tech is no longer able to continue growing by converting more users. Instead, they’re having to focus on maximizing revenue per user. This is why we’ve been seeing more ads, more paid services, and a larger push to monetize users. However, this strategy can only go so far. This video explains the challenges big tech faces as they reach market saturation and the end game for big tech.

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Timestamps:
0:00Big Tech Won
2:16Stagnation Is A Killer
5:47Gen 1 Tech
9:25The Race To Monetize

Thumbnail Credit:
ReutersAdnan Abidi
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Resources:
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Disclaimer:
This video is not a solicitation or personal financial advice. All investing involves risk. Please do your own research.
https://www.silomarkets.com/disclosures

Logically Answered is centered around explaining the economics of tech and social media. These sectors are generally analyzed through the lenses of finance and economics to determine which industries and companies will thrive and which will fall. In addition to this analysis, the content is often focused on the stories of various famous entrepreneurs such as Elon Musk, Steve Jobs, and Jeff Bezos. Logically Answered also cover the rise and fall of several interesting companies and services that we come across on a daytoday basis. There have been so many companies that have risen to fame and then died out in a single generation. The most interesting companies are the ones that were able to save themselves and avoid bankruptcy. Feel free to follow the podcast if you would like to see any of these topics Logically Answered.

Find Logically Answered on YouTube: https://www.youtube.com/@LogicallyAnswered/

Disclaimer: This podcast is an independently created audio adaptation of content originally published by Logically Answered. This is a fan made podcast that appreciates the channel’s insightful approach to knowledge and aims to make it accessible to those who prefer listening over watching. This podcast is not affiliated with, endorsed by, or officially connected to Logically Answered in any way. All rights to the original content belong to Logically Answered. If you have any concerns, please reach out.

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